FAM
Formidable Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Hold |
1,284
| – | – | 0.11% | 182 |
|
|
2025
Q1 | $660K | Sell |
1,284
-22
| -2% | -$11.3K | 0.11% | 187 |
|
|
2024
Q4 | $704K | Sell |
1,306
-450
| -26% | -$242K | 0.12% | 167 |
|
|
2024
Q3 | $926K | Sell |
1,756
-224
| -11% | -$118K | 0.15% | 133 |
|
|
2024
Q2 | $990K | Buy |
1,980
+294
| +17% | +$147K | 0.16% | 128 |
|
|
2024
Q1 | $810K | Sell |
1,686
-298
| -15% | -$143K | 0.13% | 161 |
|
|
2023
Q4 | $867K | Sell |
1,984
-470
| -19% | -$205K | 0.18% | 107 |
|
|
2023
Q3 | $964K | Buy |
2,454
+17
| +0.7% | +$6.68K | 0.21% | 89 |
|
|
2023
Q2 | $992K | Sell |
2,437
-32
| -1% | -$13K | 0.22% | 84 |
|
|
2023
Q1 | $932K | Buy |
2,469
+1
| +0% | +$377 | 0.2% | 96 |
|
|
2022
Q4 | $867K | Hold |
2,468
| – | – | 0.2% | 98 |
|
|
2022
Q3 | $872K | Sell |
2,468
-31
| -1% | -$11K | 0.2% | 94 |
|
|
2022
Q2 | $873K | Sell |
2,499
-631
| -20% | -$220K | 0.2% | 99 |
|
|
2022
Q1 | $1.3M | Buy |
3,130
+1
| +0% | +$415 | 0.25% | 78 |
|
|
2021
Q4 | $1.37M | Buy |
3,129
+35
| +1% | +$15.4K | 0.26% | 72 |
|
|
2021
Q3 | $1.22M | Sell |
3,094
-2,414
| -44% | -$952K | 0.23% | 84 |
|
|
2021
Q2 | $2.18M | Buy |
5,508
+2,253
| +69% | +$893K | 0.47% | 40 |
|
|
2021
Q1 | $1.2M | Sell |
3,255
-1,348
| -29% | -$495K | 0.26% | 90 |
|
|
2020
Q4 | $1.57M | Buy |
4,603
+589
| +15% | +$201K | 0.36% | 60 |
|
|
2020
Q3 | $1.23M | Buy |
4,014
+2,020
| +101% | +$620K | 0.36% | 64 |
|
|
2020
Q2 | $581K | Buy |
+1,994
| New | +$581K | 0.17% | 119 |
|
|
2016
Q2 | – | Sell |
-514
| Closed | -$98K | – | 418 |
|
|
2016
Q1 | $98K | Sell |
514
-25
| -5% | -$4.77K | 0.07% | 158 |
|
|
2015
Q4 | $98K | Hold |
539
| – | – | 0.07% | 170 |
|
|
2015
Q3 | $94K | Hold |
539
| – | – | 0.06% | 173 |
|
|
2015
Q2 | $102K | Hold |
539
| – | – | 0.07% | 163 |
|
|
2015
Q1 | $104K | Buy |
539
+64
| +13% | +$12.3K | 0.07% | 154 |
|
|
2014
Q4 | $89K | Buy |
+475
| New | +$89K | 0.06% | 151 |
|